-30.0%
IBIT vs UMC
+117.0%
-147.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.3% |
| 7D | -9.2% | +11.2% | -20.4% | -10.1% |
| 30D | -15.8% | -28.0% | +12.3% | -13.6% |
| 3M | +8.5% | -20.5% | +29.1% | +10.3% |
| 6M | -13.7% | -1.6% | -12.1% | -14.8% |
| YTD | -21.6% | +99.4% | -120.9% | -23.6% |
| 1Y | -30.0% | +120.4% | -150.4% | -37.8% |
| All | -30.0% | +117.0% | -147.0% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling